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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,147,535 | $183,539+525.2% | $155,556+637.7% | $145,897+686.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $68,562 | $5,315+1189.9% | $4,675+1366.4% | $4,663+1370.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $419,439 | $19,275+2076.1% | $15,885+2540.5% | $13,390+3032.4% |